Skip to content
Disclosery

MISSION WEALTH MANAGEMENT, LP: IWM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of MISSION WEALTH MANAGEMENT, LP on IWM, newest first. How the timeline and the estimate are built.

MISSION WEALTH MANAGEMENT, LP held 17,056 IWM shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 17,056 shares
    Change vs previous 13F +2,444 shares

    0.06% of the 13F portfolio, value $5,124,748.

    13F-HR 0001172661-26-002692 filed by MISSION WEALTH MANAGEMENT, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 14,612 shares
    Change vs previous 13F +1,640 shares

    0.08% of the 13F portfolio, value $3,623,759.

    13F-HR 0001172661-26-002211 filed by MISSION WEALTH MANAGEMENT, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 12,972 shares
    Change vs previous 13F -138 shares

    0.07% of the 13F portfolio, value $3,193,249.

    13F-HR 0001172661-26-000497 filed by MISSION WEALTH MANAGEMENT, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 13,110 shares
    Change vs previous 13F -1,496 shares

    0.06% of the 13F portfolio, value $3,172,089.

    13F-HR 0001172661-25-004574 filed by MISSION WEALTH MANAGEMENT, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 14,606 shares
    Change vs previous 13F +2,159 shares

    0.07% of the 13F portfolio, value $3,151,749.

    13F-HR 0001172661-25-002879 filed by MISSION WEALTH MANAGEMENT, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 12,447 shares
    Change vs previous 13F +211 shares

    0.06% of the 13F portfolio, value $2,483,146.

    13F-HR 0001085146-25-002181 filed by MISSION WEALTH MANAGEMENT, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 12,236 shares
    Change vs previous 13F +36 shares

    0.06% of the 13F portfolio, value $2,703,708.

    13F-HR 0001085146-25-000853 filed by MISSION WEALTH MANAGEMENT, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 12,200 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $2,694,900.

    13F-HR 0001085146-24-005256 filed by MISSION WEALTH MANAGEMENT, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).